Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 1.96% | Reduce -2.6% | 17,121,534 | $997.5 M | 2025 Q2 | |
| 0.09% | Add 69.8% | 1,139,800 | $66.4 M | 2025 Q2 | |
| 0.18% | Reduce -47.8% | 764,822 | $44.56 M | 2025 Q2 | |
| 0.22% | Reduce -1.6% | 639,180 | $37.24 M | 2025 Q2 | |
| 0.35% | Add 1.0% | 608,306 | $35.44 M | 2025 Q2 | |
| 4.07% | 306,000 | $17.83 M | 2025 Q2 | ||
| 5.16% | Add 0.1% | 283,860 | $16.54 M | 2025 Q2 | |
| 0.14% | Reduce -29.4% | 125,938 | $10.65 M | 2025 Q3 | |
| 1.89% | 100,000 | $5.83 M | 2025 Q2 | ||
| 0.00% | New Buy | 29,608 | $1.72 M | 2025 Q2 | |
| 0.01% | Reduce -6.3% | 18,261 | $1.06 M | 2025 Q2 | |
| 0.00% | 5,000 | $291,300 | 2025 Q2 | 
                                        
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                                Showing 1 to 12 of 12 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $997.5 M
                                        
                                        
                                            
                                            $66.4 M
                                        
                                        
                                            
                                            $44.56 M
                                        
                                        
                                            
                                            $37.24 M
                                        
                                        
                                            
                                            $35.44 M
                                        
                            Top 5 by Conviction
                                            
                                            5.16%
                                        
                                        
                                            
                                            4.07%
                                        
                                        
                                            
                                            1.96%
                                        
                                        
                                            
                                            1.89%
                                        
                                        
                                            
                                            0.35%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$36.52 M
                                Total Buy Value
                                
                                        New Buys:
                                        1
                                    
                                    
                                        Additions:
                                        4
                                    
                                -$68.67 M
                                Total Sell Value
                                
                                        Reductions:
                                        4
                                    
                                    
                                        Sold Out:
                                        1
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                5
                            Net Buyers
                                5
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        